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Realty Income

1,451 hedge funds and large institutions have $46B invested in Realty Income in 2026 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 653 increasing their positions, 471 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $390M | Put options by funds: $252M

48% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 94

39% more repeat investments, than reductions

Existing positions increased: 653 | Existing positions reduced: 471

6% more capital invested

Capital invested by funds: $43.5B → $46B (+$2.57B)

3.47% more ownership

Funds ownership: 76.15%79.62% (+3.5%)

1% more funds holding

Funds holding: 1,4411,451 (+10)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
1,451
Holders Change
+10
Holders Change %
+0.69%
% of All Funds
17.53%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
139
Increased
653
Reduced
471
Closed
94
Calls
$390M
Puts
$252M
Net Calls
+$138M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
301
Mutual of America Capital Management
New York
$5.95M -$108K -1,738 -2%
AC
302
Allstate Corporation
Illinois
$5.95M -$1.42M -22,745 -19%
KWM
303
Kingsview Wealth Management
Oregon
$5.88M -$208K -3,344 -3%
ECSS
304
Eurizon Capital SGR SpA
$5.84M -$1.44M -23,177 -20%
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$5.78M -$28.6K -458 -0.5%
DSA
306
Davis Selected Advisers
Arizona
$5.74M -$137K -2,190 -2%
SWP
307
Stratos Wealth Partners
Ohio
$5.68M -$527K -8,451 -8%
DWM
308
Diversify Wealth Management
Utah
$5.58M +$299K +4,803 +6%
DAS
309
Diversify Advisory Services
Utah
$5.58M +$5.31M +85,209 New
LFAS
310
Level Four Advisory Services
Texas
$5.57M +$112K +1,789 +2%
MA
311
Mutual Advisors
Nebraska
$5.56M +$437K +7,002 +8%
DFG
312
Dupree Financial Group
Kentucky
$5.45M +$128K +2,053 +2%
AOWM
313
Alpha Omega Wealth Management
Virginia
$5.44M -$29K -465 -0.5%
LIM
314
Loudon Investment Management
New Hampshire
$5.43M +$237K +3,805 +5%
LWP
315
LMG Wealth Partners
Louisiana
$5.28M +$337K +5,403 +7%
PA
316
Parallel Advisors
California
$5.27M +$142K +2,277 +3%
BCFS
317
Butensky & Cohen Financial Security
Florida
$5.25M +$216K +3,465 +4%
TSW
318
Thompson Siegel & Walmsley
Virginia
$5.23M +$3.29M +52,789 +167%
QCM
319
QRG Capital Management
Illinois
$5.22M +$593K +9,518 +13%
WHG
320
Westwood Holdings Group
Texas
$5.21M +$5.25M +84,152 New
OIA
321
OneDigital Investment Advisors
Kansas
$5.17M -$457K -7,334 -8%
PGFC
322
Peapack-Gladstone Financial Corp
New Jersey
$5.14M -$3.37K -54 -0.1%
HI
323
Harbour Investments
Wisconsin
$5.09M +$1.67M +26,790 +48%
AV
324
ASR Vermogensbeheer
Netherlands
$5.05M +$4.25M +68,148 +509%
SCM
325
SKBA Capital Management
California
$4.91M -$1.72M -27,600 -26%

O Hedge Fund Activity: Q2 2026 in Review

1,451 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2026, worth a combined $46B — up 5.9% from $43.5B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new O positions and 94 closed out — a net gain of 45 holders — while 653 added to existing stakes and 471 trimmed.

The largest buyer was UBS AM, adding an estimated $643M. The largest seller was JP Morgan Chase, cutting an estimated $475M.

  • 1,451 institutional investors held Realty Income (O) as of Q2 2026, up from 1,441 in Q1 2026.
  • Funds reported $46B of Realty Income stock for Q2 2026, up 5.9% quarter-over-quarter.
  • 139 funds opened new Realty Income positions in Q2 2026 and 94 closed out, a net change of +45 holders.
  • The largest Realty Income buyer in Q2 2026 was UBS AM, an estimated $643M added.
  • The largest Realty Income seller in Q2 2026 was JP Morgan Chase, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2026.